Private Client Advisor
KeyBank(28 days ago)
HybridFull TimeMedior$62,400 - $62,400Wealth Management
Apply NowAbout this role
A Private Client Advisor at KeyBank focuses on Mass Affluent clients, delivering investment services with planning and financial wellness as the core methodology. The role targets clients with investable assets generally between $250,000 and $2 million and acts as the primary investment resource within assigned branches. The advisor builds partnerships with branch managers, branch teams, and centers of influence to identify and grow full household relationships.
Required Skills
- Financial Planning
- Sales
- Client Relationships
- Investment Solutions
- Cross-Selling
- Prospecting
- Communication
- Compliance
- Relationship Management
- Coaching
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Resident State Insurance Licenses
- Certified Financial Planner (CFP)
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
View more jobs at KeyBank →